Pinnacle Wealth Management Advisory »

Vanguard Small-Cap Value ETF shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $365k 1.8k 200.78
2024-06-30 $305k 1.7k 182.52
2024-03-31 $287k 1.5k 191.88
2023-12-31 $277k 1.5k 179.97
2022-03-31 $278k 1.6k 175.84

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard US Total Stock Market Etf (VTI)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Goldman Sachs Group
Sei Investments
LPL Financial
Essex Financial Services
Mather Group
Aspiriant
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF